• Absolute return target for Clients

    Absolute return target for Clients

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Wealth Management

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Wealth Management


Wealth management is a form of investment that allows the investor to entrust, through a mandate, a manager (asset management companies and banks authorized to provide this service) to administer its wealth. Unlike mutual funds, wealth management is not carried out "upstream" but separately for each client.

Wealth Management

Since this is a personalized investment service, and not the purchase of a standard product, each Client's portfolio may differ from that of any other considering an accurate analysis of its needs and its investment targets.

Olympia on the one hand complies with the needs of those who seek security and protection of their wealth, aiming at the safeguard of their assets, on the other hand with those who want to seize the opportunities that arise in the markets, operating with less risk aversion.

Since this is a personalized investment service, and not the purchase of a standard product, each Client's portfolio may differ from that of any other considering an accurate analysis of its needs and its investment targets.

Wealth Management

Olympia on the one hand complies with the needs of those who seek security and protection of their wealth, aiming at the safeguard of their assets, on the other hand with those who want to seize the opportunities that arise in the markets, operating with less risk aversion.

Since this is a personalized investment service, and not the purchase of a standard product, each Client's portfolio may differ from that of any other considering an accurate analysis of its needs and its investment targets.

Olympia on the one hand complies with the needs of those who seek security and protection of their wealth, aiming at the safeguard of their assets, on the other hand with those who want to seize the opportunities that arise in the markets, operating with less risk aversion.

Gestioni patrimoniali

Olympia conducts an asset management that is consistent with the risk profile, the indications and the expectations of the Clients. Olympia’s strategy combines fixed-income securities with growth instruments, in order to achieve a result that is consistent with the investment profile of the Client, in a perspective of absolute return and with a clear and defined time horizon.

Wealth Management

Investment Process


In Olympia, we deem the investment process an absolute priority, which we manage with a systematic, rigorous and informed approach, evaluating and discussing the performance with Clients within a pre-defined 12-month time frame.
As a matter of fact, the time horizon is too often used as an excuse to justify the inability of traditional models to manage nowadays market conditions.

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INVESTMENT COMMITTEE

Strategic choices to seize market opportunities

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Monthly meetings

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PORTFOLIO MANAGERS

Selection of instruments and construction of ad hoc portfolios. Activity management, switch, control, fine tuning

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Meetings ad hoc

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INVESTMENT COMMITTEE

Decide the strategic choices in order to capture arising opportunities in the market

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Held monthly

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PORTFOLIO MANAGERS

Selection of instruments and construction of ad hoc portfolios. Activity management, switch, control, fine tuning

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Meetings ad hoc

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INVESTMENT COMMITTEE

The committee analyzes the macroeconomic condition and intermarket relations at global level, and analyzes the asset classes, the geographical areas to understand the most significant sectoral ones and the macro-trend in progress.
It meets at least every six months from a strategic point of view and at least monthly from a tactical point of view.

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PORTFOLIO MANAGERS

They deal with the selection of the most efficient tools, the management of activities, switch operations, control activities and the construction of Clients' portfolios.

Asset Management Approaches


Conservativa, Crescita, Action
Conservativa, Crescita, Action

Conservative, Growth and Action

Three different customized and customizable management approaches, with dinstinct absolute return objectives, each of them linked to a Var level, which reflects three distinctive risk profiles.

Alternative
Alternative

Alternative

It invests in different activities compared to the traditional instruments of asset management and allows for better diversification, thanks to their de-correlation with the markets, and increases the opportunities for returns, keeping under control and reducing the overall risk of the portfolio.
The strategy is implemented through UCITS long / short strategies, always taking into consideration the liquidity factor of the instruments that make up the portfolio.

S.R.I.
S.R.I.

F.N.W. (For a New World)

It invests on a medium-long term horizon, in securities that allow to integrate the financial analysis with the environmental, social and good governance ones, in order to create value for the investor and for the whole society.
In particular, we select medium-long term bonds with have a positive impact on the community and on the ecosystem and shares of companies included in the top list of global ESG leaders (MSCI ESG Indexes), whose activity is oriented towards socially responsible issues.

Certificate
Certificate

Certificates

It mainly invests in complex financial instruments, called investment certificates, with different risk / return profiles.
We have a proprietary database, with the mapping of the entire Italian market, so as to be able to promptly identify the best opportunities, fulfilling the needs of risk diversification and research of potential returns, even in lateral or bearish market phases.

LONDON 32 Ludgate Hill
+44 20 7193 9583

MILANO Via Turati, 38
+39 02 6269 5038

ROMA Via Calabria, 56
+39 06 4576 3550

Verona Via Fiumicello, 23
+39 045 6575593

CASERTA Via E. Regnaud Carcas, 35
+39 0823 524178

LONDON 32 Ludgate Hill | +44 20 7193 9583
MILANO Via Turati, 38 | +39 02 6269 5038
ROMA Via Calabria, 56 | +39 06 4576 3550
VERONA Via Fiumicello, 23 | +39 045 6575593
CASERTA Via E. Regnaud Carcas, 35 | +39 0823 524178

LONDON 32 Ludgate Hill | +44 20 7193 9583
MILANO Via Turati, 38 | +39 02 6269 5038 // ROMA Via Calabria, 56 | +39 06 4576 3550
VERONA Via Fiumicello, 23 | +39 045 6575593 // CASERTA Via E. Regnaud Carcas, 35 | +39 0823 524178

Olympia Wealth Management Ltd - VAT GB: 127734702 - info@olympia-wealth.com - public documents - legal data - privacy and cookie policy

Olympia is regulated by the Financial Conduct Authority of the United Kingdom (FCA), authorized to operate in Italy as a non UE community investment company with a branch, registered in the Consob Register.

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